Tseeb! Hnub ci N-hom Silicon Wafers poob 3.96%!
International Energy Network/Photovoltaic Headlines (PV{{0}}}) tau kawm tias lub Plaub Hlis 25, Silicon Industry Branch tshaj tawm tus nqi tshiab ntawm monocrystalline silicon wafers lub lim tiam no. Tus nqi nruab nrab ntawm kev hloov pauv ntawm P-hom M10 monocrystalline silicon wafers (182mm / 150μm) poob rau US $ 0.225 / thooj, ib lub lis piam-rau-lub lim tiam txo ntawm 2.4%; Tus nqi nruab nrab ntawm N-hom M10 monocrystalline silicon wafers (183.75mm / 130μm / 256mm) poob rau Qhov nruab nrab cov nqi pauv ntawm P-type G12 monocrystalline silicon wafers (210 mm / 150 μm) tseem nyob ntawm US $ 0.294 / thooj, uas yog tsis hloov ntawm lub lim tiam dhau los. Qhov nruab nrab tus nqi pauv ntawm N-hom G12 monocrystalline silicon wafers (210 mm / 150 μm) yog US $ 0.300 / thooj, nqis 3.96% lub lis piam-rau-lub lim tiam.
Txawm hais tias tus nqi tau poob qis, kev lag luam hnub ci hluav taws xob tag nrho tseem muaj qhov zoo sib xws, thiab ntau lub tuam txhab tau pib hloov mus rau "cov khoom siv silicon" OEM qauv. Cov qauv ntawm cov tuam txhab kev sib koom ua ke hloov los ntawm tus kheej tsim silicon wafers mus rau outsourced silicon wafers tau dhau los ua pom tseeb.
Thaum Lub Plaub Hlis 24, Silicon Industry Ceg tau tshaj tawm tus nqi tshiab ntawm cov khoom siv polysilicon lub lim tiam no. Polysilicon tus nqi poob dua lub lim tiam no. Ntawm lawv, tus nqi pauv ntawm n-hom pas nrig silicon yog 6, 210-7,176 US las / ton, thiab tus nqi nruab nrab yog 6,789.6 US las / ton, ib hlis-rau-hli poob ntawm 6.29% . Tus nqi pauv pauv ntawm p-hom cov ntaub ntawv ntom ntom yog US $ 5, 520-6, 210 / ton, thiab tus nqi nruab nrab yog US $ 5,906.4 / ton, ib hlis-rau-hli poob ntawm 6.75%. Tus nqi sib txawv ntawm n / p pas nrig silicon yog US $ 565.8 / tuj, thiab tus nqi sib txawv tseem nqaim. Tus nqi pauv ntawm n-hom granular silicon yog US $ 5, 796-6, 702 / tuj, thiab tus nqi nruab nrab yog US $ 5,934 / ton, ib hlis-rau-hli poob ntawm 9.47%.
Tsis ntev los no, kev khiav hauj lwm tus nqi ntawm ob lub lag luam thawj theem tau ruaj khov, tuav ntawm 70% thiab 95% feem. Kev ua haujlwm ntawm cov tuam txhab kev koom ua ke tau nyob ib puag ncig 70%-80% raws, uas tseem qhia tau tias cov lag luam tau maj mam nce lawv txoj kev ntseeg siab hauv kev tsim khoom loj. Txawm li cas los xij, txawm hais tias kev khiav hauj lwm ntawm cov tuam txhab lag luam no tseem nyob ruaj khov, cov nqi khiav hauj lwm ntawm lwm cov lag luam tau poob mus rau ntawm 45% thiab 80% feem.
Tam sim no tus nqi khiav hauj lwm ruaj khov ntawm ob lub tuam txhab thawj theem kuj tseem cuam tshuam qhov kev cia siab ntawm kev lag luam hnub ci zog. Lub tuam txhab muaj kev ntseeg siab nyob rau hauv lub neej yav tom ntej ntawm kev lag luam hnub ci zog thiab kuj tau qhia nws qhov kev lag luam txuas ntxiv thiab ruaj khov txaus siab rau kev lag luam hnub ci. Nyob rau tib lub sijhawm, ob lub tuam txhab tau txuas ntxiv tsim kho tshiab thiab txhim kho thev naus laus zis txhawm rau txhim kho qhov zoo thiab cov khoom tsim tawm ntawm silicon wafers, kom qhov poob ntawm cov nqi silicon wafer tsis tuaj yeem cuam tshuam rau kev ruaj ntseg ntawm lub tuam txhab cov nyiaj tau los tag nrho.
Tsis tas li ntawd, raws li tus qauv ntawm kev koom ua ke kev lag luam hloov los ntawm tus kheej tsim silicon wafers mus rau kev yuav khoom sab nraud ua ntau dua thiab pom tseeb, tus nqi ntawm hnub ci N-hom silicon wafers yuav poob mus ntxiv. Cov qauv no tseem yuav txhawb nqa txoj kev loj hlob ntawm kev lag luam hnub ci zog thiab ua kom cov khoom siv hnub ci muaj kev sib tw hauv kev ua lag luam. Tsis tas li ntawd, kev sib tw ntawm cov tuam txhab tseem yuav txhawb nqa kev nce qib ntawm lub hnub ci hluav taws xob thev naus laus zis thiab kev hloov khoom dua tshiab, ntxiv kev txhim kho tag nrho cov khoom lag luam zoo.
Feem ntau, txawm hais tias tus nqi ntawm hnub ci N-hom silicon wafers tau poob qis, tag nrho hnub ci kev lag luam tseem qhia tau tias muaj kev ruaj khov thiab zoo. Tsis tas li ntawd, ntau thiab ntau lub tuam txhab tau tig mus rau "silicon" OEM qauv, thiab cov tuam txhab kev koom ua ke kuj tau hloov los ntawm tus kheej tsim silicon wafers mus rau outsourcing. Cov qauv no yuav txhim kho qhov zoo thiab kev ntseeg siab ntawm cov khoom siv hnub ci, thiab txhawb kev nce qib ntawm hnub ci thev naus laus zis thiab kev txhim kho kev lag luam. Yog li ntawd, lub neej yav tom ntej ntawm kev lag luam hnub ci yuav muaj kev cia siab zoo dua.